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Perigon Wealth Management’s Freshworks FRSH Stock Holding History

Perigon Wealth Management’s Portfolio FRSH Stock Details FRSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$96.8K Buy
+12,049
New +$111K ﹤0.01% 1262

Other funds holding FRSH

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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
PXPO
Peak XV Partners Operations Trianon, Mauritius $110M AUM 43.09% 1-Year Est. Return
WCM
WestBridge Capital Management Trianon, Mauritius $79.5M AUM 32.13% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Perigon Wealth Management's FRSH Position: Q1 2026 in Review

Perigon Wealth Management opened a new position in Freshworks (FRSH) in Q1 2026: 12,049 shares worth $96.8K. The stake represents ﹤0.01% of the portfolio and ranks #1262 among its holdings.

327 funds tracked by Wall St. Rank hold FRSH as of Q1 2026.

  • Perigon Wealth Management held 12,049 shares of Freshworks worth $96.8K as of Q1 2026.
  • Freshworks was a new Perigon Wealth Management position in Q1 2026.
  • Freshworks made up ﹤0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1262 holding.
  • 327 funds tracked by Wall St. Rank held Freshworks as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.